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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Dale Knipschield who wrote (8403)	1/2/2004 9:58:51 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Global semiconductor sales jump 5% in November By Mark LaPedus Silicon Strategies 12/31/2003, 3:50 PM ET PORTLAND--Worldwide sales of semiconductors rose 5 percent in November over October of 2003, and were also up 25.7 percent in that month from the like period a year ago, according to a new report from Pacific Crest Securities Inc. today (December 31, 2003). This represents the largest revenue increase for the month of November since 1999, according to Pacific Crest, an investment banking firm in Portland. Average selling prices (ASPs) for semiconductors also rose 9 percent in November, which represents the highest increase for that month since 1995, said Michael McConnell, an analyst with Pacific Crest, in the report. "Across-the-board results for November were above historical patterns, most notably in the flash memory product segment," McConnell said. "Strong PC sales underpin above-seasonal MPU revenue growth. DSP revenue growth moderated in November." Worldwide sales of semiconductors rose to $15.4 billion in October 2003, a 6.8 percent increase from $14.4 billion in September, and a 23.3 percent rise from October of 2002, according to figures from the Semiconductor Industry Association (SIA), which were released earlier this month. With the October 2003 gain, the strongest since 1990, industry revenue has grown 16.4 percent in the year to date (see December 1 story). The SIA is expected to officially release the worldwide chip sales for November in the next week or so, but it appears that Pacific Crest beat the trade group to the punch and issued the results. In the report issued by Pacific Crest, McConnell suggested that the current IC recovery is not a false start. Chip inventories remain lean and fab-capacity utilization hit 98.8 percent in November, he said. It was a mixed bag on the product front. On a rolling three-month month-to-month basis, microprocessor units grew 4 percent in November, but ASPs fell 0.3 percent. This led to revenue growth in the sector of 3 percent in November, according to the report. On a year-to-year basis, microprocessor units grew 10 percent in November and ASPs jumped 12 percent. This led to revenue growth in the sector of 23 percent, according to the report. On a rolling three-month month-to-month basis, DSP units grew 3 percent in November, but ASPs fell 0.5 percent in the month. On a year-to-year basis, DSP units grew 49 percent, but ASPs fell 16 percent. This led to revenue growth in the sector of 25 percent, according to the report. On a rolling three-month month-to-month basis, analog chip units grew 3 percent in November, but ASPs jumped only 0.5 percent. This led to revenue growth in the sector of 4 percent in November, according to the report. On a year-to-year basis, analog chip units grew 25 percent in November but ASPs fell 1 percent. This led to revenue growth in the sector of 23 percent, according to the report. On a rolling three-month month-to-month basis, flash memory chip units grew 7 percent in November and ASPs jumped 5 percent. This led to revenue growth in the sector of 11 percent in November, according to the report. On a year-to-year basis, flash units grew 46 percent in November and ASPs jumped 9 percent. This led to revenue growth in the sector of 59 percent, according to the report.

To: Dale Knipschield who wrote (8403)	1/7/2004 9:38:22 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Take it FWIW......this research was put out by DataBeans Inc. Chip boom to last just one year, says research firm By Peter Clarke Silicon Strategies 01/07/2004, 8:40 AM ET RENO, Nevada -- Market research firm DataBeans Inc. is predicting the overall semiconductor market will grow 24 percent in 2004 to reach a value of US$205.1 billion, up from US$165.9 billion in 2003. But the company expects the market to fall in 2005 -- back to US$202.1 billion -- before racing away again in 2006 (US$233.6 billion) 2007 (US$262.5 billion) and 2008 (US$301.7 billion). DataBeans gave no reason for a market collapse in 2005, a time where other market research firms are predicting a continued boom before a flat to falling 2006. Over the period 2002 to 2008 the semiconductor market is expected to sustain a compound an annual growth rate (CAGR) of 12.7 percent. The good news for chip builders in 2004 is that consumers and corporate information officers are now set on replacing older computers with new laptops and high-speed desktops, a process that began in 2003. The consumer space flat screen televisions, low-cost DVD players, and digital cameras and are set to remain top sellers, DataBeans said. In 2004, the memory market, followed by logic, analog, and microcomponents, are all expected to perform strongly, and will drive the high growth overall. Over the 2002 to 2008 period of the prediction the best markets are expected to be sensors with a CAGR of 33.0 percent followed by optoelectronics (22.4 percent) and DSP (15.0 percent).